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Current Employers
Total Clarity Wealth Management, Inc

525 Tyler Rd Suite T, St. Charles, IL 60174 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-02
  • IL RA
    APPROVED
    Since 2024-04-02

Branch Locations

525 Tyler Rd Suite T, St. Charles, IL 60174 • United States

1545 N Waukegan Rd Suite 2-9, Glenview, IL 60025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Heartland Law Firm Glenview IL 02/2000 Present
Capital Point Financial Group, Ltd. Glenview IL 09/2017 01/2024
Total Clarity Wealth Management, Inc St. Charles IL 04/2024 Present
  • 02/2000 → Present
    The Heartland Law Firm
    Glenview, IL
  • 09/2017 → 01/2024
    Capital Point Financial Group, Ltd.
    Glenview, IL
  • 04/2024 → Present
    St. Charles, IL
Previous Registrations
  • 2017-09-08 → 2024-01-08
    Capital Point Financial Group, Ltd.
    Glenview, IL
    Glenview, IL
  • 2013-09-11 → 2016-08-16
    Glenview, IL
    Park Ridge, IL
  • 2011-02-23 → 2012-12-19
    Glenview, IL
  • 2001-09-24 → 2011-02-11
    Qa3 Financial Llc
    Glenview, IL
    Omaha, NE
    Deerfiled, IL
Other Businesses

1. INDEPENDENT INSURANCE AGENT 2. THE HEARTLAND LAW FIRM, NOT INVESTMENT RELATED, 1545 WAUKEGAN RD #2-9 GLENVIEW, IL, ATTORNEY/FOUNDER, 02/2000-PRESENT, 160/HRS MONTH DURING TRADING HOURS, ATTORNEY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-21
  • S66 Uniform Combined State Law Examination
    2000-12-21

View on SEC IAPD

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